See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS9+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $52,835 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,762 | $47,126+33.2% | $149,673-58.1% | $74,419-15.7% |
| Participation rate | 85.5% | 63.4%+22.1pp | 78.8%+6.7pp | 70.7%+14.7pp |
| Annual return | 15.89% | 22.75%-6.9pp | 134.42%-118.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,739 | $1,905-8.7% | $4,818-63.9% | $2,637-34.0% |
| Participant deferral / active EE | $4,259 | $2,728+56.1% | $5,680-25.0% | $4,528-5.9% |
| Admin fee / account holder | $56 | $343-83.7% | $13,210-99.6% | $348-83.9% |